Alumni Spotlight

David B. Short

By: Whitney E. Copley
March 14, 2013

Raised in Letcher County in Eastern Kentucky, by two wonderful parents, David Short was taught at an early age the importance of values, character, work ethic and God. “My mother, Reta Short, stayed home and raised four children while our father was working and providing for our family,” Short said. He attributes most of his success to his father, Frank Short, a lifelong trucker who has been self-employed most of his life.

Attending the University of Pikeville was a near miss for Short. Even though he had considered other options, he wanted to be part of a collegiate baseball team and made the decision to enroll “on the hill.” In addition to being a member of the UPIKE baseball team, Short served as a KHSAA baseball official and little league baseball coach. He also worked as a resident advisor.

A business major, Short was involved in Phi Beta Lambda (PBL), the largest collegiate business student organization in the world. Short’s PBL advisor and accounting professor was, and remains, an impactful person in his life. “I had wonderful teachers at Pikeville, but the most influential was and is my mentor, Howard V. Roberts,” recalled Short. “No matter whom Mr. Roberts is around, that person always feels like they are the most important person in the room. The university is lucky to have such a leader and a person who has given so much over the years to the college and the students.” Roberts is a Burlin Coleman Distinguished Professor in Business and serves as chair of the Division of Business and Economics at the University of Pikeville.

By taking a 21-hour load his last semester, Short graduated in December 2001, a semester early, earning a bachelor’s in business administration (B.B.A.) with emphases in accounting and management. Upon graduation, Short entered the financial services industry where he has remained throughout his career. Continuing the pursuit of lifelong learning, Short earned the coveted Certified Financial Planner designation from the CFP® board of standards and the Chartered Financial Consultant® designation from the American College. In addition, he is a Certified Fund Specialist® designee from the Institute of Business & Finance where he also earned his Master in Financial Services. Short is a managing partner and financial advisor of Investments & Financial Planning, LLC, an independently owned Registered Investment Advisor, and offers securities through WFG Investments, Inc., member FINRA/SIPC. Investments & Financial Planning, LLC, is located in Lexington, Ky.

“In my professional life, I get to work with people from diverse backgrounds and have the opportunity to help them achieve their goals. For some clients it may be creating a budget, setting up a college savings program, or a helping them explore risk protection products such as life, disability, or long term care,” Short explained. For others, Short helps clients retire comfortably and stay comfortably retired by designing a retirement income plan that is flexible, tax efficient and based on their overall financial situation. Many times this involves coordinating rollovers from qualified plans, reviewing pension plan options, and educating clients on social security and Medicare decisions that will impact the rest of their lives. “Being an independent advisor allows me to be objective and unbiased which is what clients are really looking for these days,” he added.

The University of Pikeville Alumni Association presented Short with the Rising Young Alumni Award in the fall of 2012 at the annual Alumni Awards Banquet. “While it is considered an individual honor, I attribute it to the outstanding faculty at Pikeville. It also has much to do with the students I met, many of whom I consider lifelong friends and had the chance to study with,” said Short.

Roberts, Short’s mentor, reflected on both Short’s academic performance at the University of Pikeville and his prosperous career in the financial services industry. “David Short was an outstanding student who diligently pursued academics. His successful career is well deserved and he is a worthy role model for students aspiring to become business leaders,” Roberts explained. “His fortitude and perseverance are exemplary, and his outstanding talent is impressive. David truly represents the ideal UPIKE graduate.”

Short and his wife, Tonya, have two daughters, Reece and Reagan, to whom they devote much of their free time. While not working, he enjoys spending time with family, reading, attending church, traveling, and keeping abreast of the happenings at the university.

“Pikeville is very special to me and I have a vested interest, as do all alumni, in what the university is doing,” said Short. “All of the advancements that have been made and will be made will benefit future generations of students that will come, and to me that is exciting.”

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